CRM

Making all the Right Connections
Using digital workflows to blast through barriers, drive loyalty, and accelerate growth. Organizations...

Digital Document Processes In 2020: A Spotlight On E-Signature
The COVID-19 pandemic has transformed how and where we work. Businesses have had to respond quickly to...

7 Reasons to Expand E-Signature Usage
7 Reasons to Expand E-Signature Usage Over the last two years, electronic signature usage has exploded....

Wealth Canyon
Software companies in the financial industry, such as WealthCanyon, face challenges in collecting and...

Cloud contact centers for financial services: delivering agility and superior CX at scale
The financial services industry has long held a reputation of being traditional and conservative, largely...

The Four Pillars of the Futurist CFO
Forward-thinking CFOs must step up and play a critical strategic role in transforming enterprises away...

The Inner Circle Guide to Agent Engagement & Empowerment
Your agents aren't going to ask you for more automated tools, empowered and personalized coaching, and...

The finance leader's playbook to digital transformation
Read this playbook for a roadmap to identify modernization goals, evaluating what you need to get there,...

The Creator Workflows reference guide
A tour of key low-code features and functionality on the Now Platform. Using the Now Platform for low-code...

Complete integration. Absolute experience. – The Customer Experience Handbook
Customer experience is the key battleground for brand differentiation in today's hyper-competitive, always-on,...

The Definitive Guide to Buying an Automated Accounts Receivable Solution
Cash shortages can cause businesses to fail. While many organizations still use standard AR systems to...

10 Reasons to Adopt E-Signature
The way we work has changed. Modern organisations are putting together new technology systems that allow...

Box for Banking
Simplify banking for your customers in the cloud I got into banking to push paper and fill out forms....

How Michaels Transformed Its Personalization Strategy: Unlocking Greater Loyalty & Engagement
Michaels has always understood the value of personalization. But as the craft retailer's reach has expanded...
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